Rise Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Rise Advisors’s Portfolio EWC Stock Details EWC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-135	Closed	-$4.62K	–	716
2023 Q1	$4.62K	Hold	135	–	–	﹤0.01%	458
2022 Q4	$4.42K	Buy	135 +2	+2%	+$66	﹤0.01%	464
2022 Q3	$4K	Hold	133	–	–	﹤0.01%	462
2022 Q2	$4K	Buy	133 +1	+0.8%	+$37	﹤0.01%	469
2022 Q1	$5K	Hold	132	–	–	﹤0.01%	418
2021 Q4	$5.07K	Buy	+132	New	+$5.08K	﹤0.01%	405

Other funds holding EWC

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Rise Advisors's EWC Position: Q2 2023 in Review

Rise Advisors sold out of iShares MSCI Canada ETF (EWC) in Q2 2023, closing a stake of 135 shares — an estimated $4.62K sold.

Rise Advisors first reported a position in EWC in Q4 2021 and held it in 6 quarters. The position peaked at $5.07K in Q4 2021. 264 funds tracked by Wall St. Rank hold EWC as of Q2 2023.

Rise Advisors reported no remaining iShares MSCI Canada ETF position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 135 iShares MSCI Canada ETF shares in Q2 2023, an estimated $4.62K.
Rise Advisors first reported a position in iShares MSCI Canada ETF in Q4 2021 and held it in 6 quarters.
Rise Advisors's iShares MSCI Canada ETF position peaked at $5.07K in Q4 2021.
264 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.